CallidusCloud Marketing Automation Software

CallidusCloud Marketing Automation is a cloud-based marketing automation platform built for both sales and marketing. The solution is designed to provide intelligence and insight into leads performance to sales teams while simultaneously giving marketing teams campaign automation and lead management capabilities.

Along with core marketing automation tools, the users get several other applications within the suite including knowledge management,t social CRM and web self-service. The combined suite helps sales teams generate more leads through SEO, identify quality leads and convert leads into opportunities.

Lead Tracking

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

I only used this product for its lead tracking capabilities, which is beneficial given that not all other market automation tools provide this feature. i.e. Which company and possible UDM was viewing your site.

Cons

The contact list for the potential UDM that viewed your site could be more accurate. Several of the suggested emails I tried had bounced.

Review Source

John from Jimjams
Specialty: Advertising
Number of employees: 11-50 employeesEmployees number: 11-50 employees

Advice to Others

Best price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Many companies we work with are interested in marketing automation, but are concerned with high initial costs. Callidus Cloud provides the majority of the features that the larger more expensive platforms offer, but at a fraction of the price.

Pros

in a comparison of cost and features this is the ideal platform for the majority of our clients. Too many platforms charge additional fees to use the advanced, such as A/B testing or CRM integration, but Callidus Cloud has everything included.

Cons

When setting up drip programs, the user interface is slightly less visually appealing than some of the platforms. This just takes some getting used to when first setting up the system, but after that it is easy to use.

Advice to Others

Have a marketing plan/strategy ready to go when you start the system.

Arun from Sonata Software
Specialty: Software / IT

July 2016

July 2016

Pathetic customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

A useful cost effective tool to get started with for marketing automation

Likes Least

The customer service levels are extremely pathetic. The tool has not been working properly for us a while now and the customer service team has repeatedly failed to even keep up the promise of a follow up call to make a plan to help resolve the problem

Recommendations

Look elsewhere. There are good marketing automation tools with richer feature sets and definitely better support out there. We are looking to move on to Act On, HubSpot etc

Jason from SAVI Health
Specialty: Other

July 2015

July 2015

A top-tier marketing automation tool

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

CallidusCloud touts the platform's ability to build customer relationships as opposed to just marketing to them. Overall, we found this to be a fairly accurate representation of what it can do. The three key modules are visitor identification and intelligence, email marketing and lead nurturing. I mostly used the first two areas, and I was impressed with how these two areas worked together. Understanding visitor intent and makeup helped us create landing pages and appropriate content that boosted conversion. We could then translate that same sort of intelligence into targeted e-mails.

And, customer support is excellent. No waiting for days to hear back. Love those guys!

Likes Least

I felt like the social media areas were the weakest, but the e-mail editor is surprisingly klunky too. I guess something take a little time to polish, eh?

Recommendations

Get a demo and see for yourself. There are obviously lots of options, from Vocus/Cision and Hubspot to Infusionsoft. All have their strengths. We felt CallidusCloud was a little better in the areas that meant the most to us. There are a good number of bells and whistles...know what you're getting before you commit.

Theodore from IEEE Computer Society
Specialty: Non-Profit

March 2015

March 2015

Love Leadformix (CallidusCloud)

Ease-of-use

Functionality

Product Quality

Customer Support

N/A

Likes Best

Dashboard is user-friendly and the editor is easy to use.

Likes Least

Email reports need to be integrated together with the email/newsletter by hovering over like a heatmap, and having popups showing the click data for the links on the page.

Recommendations

Leadformix is feature-rich, so be sure to get as much training as possible. There are many features we did not know about until later.

Mark from POS Supply Solutions
Specialty: Other

March 2015

March 2015

Callidus Cloud Marketing Automation = Powerful

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The browser forensics are extremely powerful and allow us to target an audience that is both known and unknown (inferred). The workflows and automation make our lead gen virtually effortless.

Likes Least

The direct tie-ins to our Social campaigns were a big sticking point for a while, though now they have done a great job of adding this into the mix as well.

Recommendations

Invest time in creating well thought out SCORING methodology, as this will truly help to drive more intelligent targeting.

Amir from IEEE CS
Specialty: Non-Profit

March 2015

March 2015

Market Release

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I can send/release emails to thousands of contacts with ease.

Likes Least

Updates create issues lasting for days. Also, even though the customer service is great, the amount of system errors I receive is at times unacceptable.

Recommendations

Make sure you get early access and use it thoroughly to make sure it meets all of your needs.

Debbie from IEEE Computer Society
Specialty: Non-Profit

March 2015

March 2015

It's getting friendlier

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Customer Service Support is the best. They are always available and quick.

Likes Least

Unscheduled maintenance. I know this can't be helped, but it's frustrating.

Recommendations

More for your buck with this platform. Customer service and technical support are A#1.

Sudeep from Infovinity
Specialty: Software / IT

November 2014

November 2014

Excellent sales platform

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It's simple, easy to use, and very intuitive.

Likes Least

There's nothing as such. The app is easy to use and serves the purpose completely.

Recommendations

Look for a simple platform. Marketing automation doesn't have to be complex.

Sarah from Netpique
Specialty: Other services

July 2014

July 2014

Great customer service, but clunky interface

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I had a support team assigned to me, and the same person always dealt with my concerns. The customer service was excellent, and my rep went above and beyond the call of duty to fix bugs and help me figure things out.

Likes Least

The interface is way too complicated and clunky. While the email collecting and IP address lookup functionality worked great, the content editor was not only sloppily designed, but it also froze up a lot, often causing me to lose my work.

Recommendations

Do a live demo with the sales rep to get a feel for how it works, but then be sure to take advantage of the month free trial they usually give you to really see how it works for you.

Value

Support

Pros

The ability to save templates among team members allows for cross-collaboration and enables us to keep a consistent look no matter who is sending out the email. The responsive design has been helpful since many of our audience members use mobile devices when viewing our emails. In addition, the analytics of open rates, click throughs, etc allows us to determine best send times and subject lines. Finally, the integration with salesforce is key as that is our customer relationship management tool.

Cons

Due to acquisitions of the company, etc. the name of the product has changed over the last five years we have used it so sometimes it gets confusing on how we refer to it. However that has not hindered our customer service nor the quality of the product.

Review Source: Capterra

Deanna from Fort Hill Company

February 2017

February 2017

I feel like a LeadROCKSTAR!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use

Usability

Functionality

Functionality

Product Quality

Quality

Value for Money

Value

Support

I can't say enough positive things about LeadRocket by CallidusCloud! I manage all of the marketing activities for our small company and LeadRocket has made my job so much easier! We have been a satisfied customer since 2013 and I feel like a total LeadROCKSTAR when it comes to creating and launching our monthly Lead Gen Campaigns :) Their Email templates, Smart Groups, Lists and Workflows are all quick and easy to set-up and use, but the VERY best part is their Customer support representative who is 100% responsive & wonderful to work with! He consistently goes over & above to make his customers happy and I know he's always there with a helping hand and encouraging voice if I run into an issue! Their pricing is also VERY affordable and much lower than other Marketing Automation systems we compared. Thanks LeadRocket, you guys totally Rock!!

Review Source: Capterra

Wendy from Saint Louis University.

February 2017

February 2017

Mass Email Tool with Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use

Usability

Functionality

Functionality

Product Quality

Quality

Value for Money

Value

Support

We use this tool because it integrates with our Salesforce based customer relationship management tool. It allows to send targeted messages to prospective students, customize templates and review analytics.

Review Source: Capterra

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